Broker Check
Christian Ahlgren Williams

Christian Ahlgren Williams

DIrector of Operations

Special Strength: Hunger to learn – Christian is passionate about learning!  She can’t seem to learn enough about the financial industry, specifically figuring out new and better ways to do things. 

Goal: Applying the rule of “One-and-Done” – to get things done right for clients the first time. Enhancing service to make it as easy as possible for clients to pursue their financial goals. 

Focus: Refining operations and delivering exceptional client service for AJW. 

Interests: Has played violin since she was seven and currently plays with the Minnetonka Symphony Orchestra. Is also a big sci-fi/fantasy nerd.   

Her Colleagues Say: “Christian is extremely dedicated and an ambassador of customer service. She is always keeping us on our toes with ideas of how to do things better. Also we find it smart not to mess with her as she is a trained in OPEX Blue Belt... that being in Operational Excellence."

Christian has an extensive background in customer service and administration, most recently as an Operations Specialist with Allianz and joined AJW in 2019. She brings a wealth of experience and expertise to her role as Director of Operations at AJW. In addition to her Blue Belt training, she has completed multiple trainings and certifications including her Series 6 & 63, CFP® course work and Essentials of Business Analysis and Foundations of Professional Development just to name a few. Her past roles included building relationships with financial advisors and their clients, identifying potential issues for customer financial transactions, researching and applying process solutions as well as prioritizing and managing multiple responsibilities. 

With her impressive background and skillset, Christian is well-equipped to lead the operations team and contribute to the continued success of AJW.

Education and Designations:

  • BA in Theatre, Cornell College, IA
  • Series 6 & 63 Registration

 

Christian is a Registered Administrative Assistant of Cetera Advisor Networks LLC.